Everhart Financial Group, Inc. Ishares S&P 500 Growth ETF Transaction History

Everhart Financial Group, Inc.

$380 Million
Q2 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,429 shares of IVW stock, worth $520,098. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,429

Previous 5,717 5.04%

Holding current value

$520,098

Previous $482,000 4.15%

% of portfolio

0.13%

Previous 0.14%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$79.31 - $93.31 $22,841 - $26,873	-288 Reduced 5.04%	5,429 $502,000
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $416,597 - $486,745	5,717 New	5,717 $482,000

Others Institutions Holding IVW

# of Institutions

1,783

Shares Held

428M

Call Options Held

280K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Ishares S&P 500 Growth ETF Transaction History